Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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Making the Most of Your Employee Benefits
Autumn is open enrollment season for many workers – that particular time of year when employees can elect to sign up for various health and retirement savings benefits. Are you taking full advantage of those perks?
Why Are You Raining on My Parade?
As soon as I accepted the offer to join the talented team at Johnson Bixby, it was a flurry of activity preparing for my relocation from Kansas...
Gold – A Primer
Within financial markets, gold may be the most misunderstood asset in the world. To paraphrase famed investor Jeremy Grantham, it’s fair to say that gold is a “faith-based” metal.
Because gold is somewhat complex in terms of what drives its value, I’ll share some insight and perspective on this precious metal to better understand its role globally and in today’s financial markets.
How Should I Plan for Digital Assets in My Estate?
As a society, we are moving away from keeping documents in paper form, filed away in a filing cabinet. More and more documents, statements, pictures and bills are kept digitally in files on our computers or in the cloud. In this new age of digital storage, we all need to give some thought to what happens to our information upon death or incapacity.
What Should You Do With Your Inheritance?
Inheritances – no matter the size – can have a substantial impact on you and your family’s financial status. What should you do when you come...
The Knee Bone’s Connected to the Thigh Bone
Have you ever had a pain in one area of your body, only to find out another area is the culprit? As it is with our health, the art of...
The commentary expressed herein reflects the personal opinions, viewpoints, and analyses of Johnson Bixby employees and is not necessarily that of Private Client Services, LLC and should not be construed as investment advice. The views expressed are subject to change at any time without notice.
Johnson Bixby and Private Client Services do not offer tax or legal advice. Always consult a tax or legal professional regarding your individual situation. Nothing in this article constitutes personalized investment advice, an offer, or solicitation to buy or sell any specific security or adopt any specific investment strategy. Any reference to specific securities or performance is for illustrative purposes only and should not be considered a recommendation.
Investing in securities involves risk, including the potential loss of principal. Past performance is no guarantee of future results. Diversification does not ensure against loss.
Advisory services offered through Johnson Bixby, an SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Johnson Bixby and Private Client Services are unaffiliated entities.
